the only analysis on this, imo, outside of "efficiency savings" through mass layoffs (🤮🤮🤮🤮) and tech stack consolidation is what percentage of "churn and return" customers from these two cohorts would extend their subscription lifetime with very little CAC increases.
2March: How did @generate_biomed CEO @mike_nally describe his whirlwind of emotions as his company went public? Read what he and CFO Jason Silvers, MD, JD said about $GENB plus updates on $CASIF, $NVAX, $PMVP & $SRPT in my latest StockWatch...
Someday we'll be able to track our immune system like we do glucose Today @NatBME https://t.co/HFcFiUeyFg Previously @ScienceMagazine https://t.co/EcgBdwGxcd https://t.co/SpoZ5bLtjx
The Future of Travel — AI Chatbots, VR and Agents Travel tech is evolving fast: AI chatbots, virtual reality and intelligent agents are all shaping how we plan, book and experience travel. Read more 👉 https://lnkd.in/eaRP8NXG #AI #TravelTech #Innovation #BernardMarr

I used to teach that osteoarthritis was "wear and tear" — lose weight, take painkillers, wait for a knee replacement. A study just published in Cell Metabolism proved that wrong. Semaglutide (Ozempic) didn't just reduce joint pain in osteoarthritis patients — it...
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ
"We have no intention to pull back on production," says Paramount CEO David Ellison, who adds combining streaming requires investing in content to achieve growth goals.
Operation Epic Fury has a narrowly defined objective: destroy Iran’s offensive missile capabilities, cripple its navy and prevent Tehran from obtaining a nuclear weapon. @SecWar @DeptofWar @PeteHegseth
Legacy infrastructure isn’t just a technology problem. It’s a speed problem. It slows decisioning, innovation, and the ability to connect modern solutions across the enterprise. https://t.co/f6tGEUmM7Q
If CNN can't get a decent sub growth push with the recent strikes in Iran, it should be a sign that a standalone CNN streaming app is a Bad Idea, and should be brought back into HBO Max. Then again,...
Meet Bruce. He’s Got a Long Line of Advertising Mascots to Honor in Quest to Sell for Procter & Gamble https://t.co/CEGcvtR0UM via @variety

UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
Procter & Gamble has backed ad mascots ranging from Mr. Clean to the Charmin bears. Now it's hoping to add another one to its roster --- for weed-killer? https://t.co/CEGcvtR0UM via @variety
How a see-thru bldg came to be on some of America's hottest #realestate. 10 #condo owners sued the teardown of a 1964 tower on #Miami waterfront+neither side looks ready to budge. #multifamily #SoFla #litigation #TwoRoads #Marriott #Biscayne21 https://t.co/3FoaZTV7hq via @WSJ
McKinsey says agentic AI could fundamentally reshape global banking. But it warns banks not to get trapped in endless pilots and proofs of concept. The competitive edge won’t go to those experimenting the longest, but to those scaling fastest. https://t.co/rrt7ROCCBl @DigWatchWorld @mckinsey

Europe is once again reminded of a structural vulnerability. As I told @politico: “The fact is still that Europe imports most of its energy from other countries. And I think events like this just highlight how problematic, how risky that is...

AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
"HBO should stay HBO," promises Paramount CEO David Ellison. Praises Casey Bloys and says "Game of Thrones" is his favorite HBO show." I'd get to negotiating a new deal for Bloys then ASAP.
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Who's heard of Flare Therapeutics? #GU26 late-breaker shows promise in hitting "undruggable" PPAR-γ target, with a few major caveats. Via @ApexOnco -> https://t.co/1GepvywtL0

Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
.@charter is crushing it in mobile and bleeding in home internet. So Charter just hired the operator who made Frontier acquisition-ready. 🧵📉
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.
“Nobody wants to feel cornered:" Europe braces for the fallout of Trump's drug pricing plan https://t.co/HZjZH0mdCU
Paramount COO Andy Gordon says $6 billion in synergies can be realized in three years from consolidating streaming structures, optimizing real estate holdings, combining various units, etc.
Starlink is effectively confirming (or at least treating as a fait accompli) what I've been told previously, that the incumbent Viasat and EchoStar 2GHz licenses will be extended for a period of time beyond 2027
Hegseth, asked how U.S. soldiers were killed over the weekend, says an incoming munition hit a fortified tactical operations center as other incoming rounds were knocked down by U.S. air defenses.
Paramount CEO David Ellison commits to 30 theatrical movies and a 45-day window and says HBO will continue to have the resources and independence to "do what it does best."

Ukraine, @Starlink on maintaining connectivity of a network designed for consumer broadband in a war zone. Example: Starlink antenna, designed to avoid interruption from foliage, is also good for maneuvering around electromagnetic jamming attempts.https://t.co/l2cyeqqLWW https://t.co/tkv4jUz8s4

Android Auto is one step closer to controlling your car's built-in radio tuner The feature could soon let users search for and play radio stations through its interface. ✅ Details - https://t.co/JDI5bKE1sn https://t.co/eoCk55HXgJ
Paramount CEO David Ellison says deal with Warner is opportunity to help shape the future and build the next generation media and entertainment company.
MWC26 opens with a powerful signal: connectivity is no longer just an industry conversation, it’s a national and global priority. When the King of Spain, Felipe VI, government, and @GSMA stand together, it reinforces that intelligent networks, AI, and digital infrastructure...

Paramount investor call to discuss merger w Warner is about to begin.... $PARA $WBD https://t.co/fMPs2jSr2O
The Duchenne muscular dystrophy patient & advocacy community keeps a gene therapy and multiple drugs on the US market, stopping the FDA from taking action, despite failed confirmatory clinical trials showing no efficacy and questionable safety. The Huntington's disease patient and...
Additional U.S. troops are still deploying to the Middle East, Gen. Dan Caine says in briefing at Pentagon.
I don’t think this is what community banks had in mind when we advocated for new bank formations. Hope to see more groups of normal citizens, pooling capital to serve their community’s needs.
A cold spell in Europe in March would definitely put the cat among the pigeons, but worth remembering that it takes a while for gas prices to feed through to consumer prices, so "flash in the pan" shift won't matter,...
"We expect to take additional losses," Gen. Dan Caine acknowledges in Pentagon briefing this morning.

Solar module prices rise faster than expected in February #energysky -- via pv magazine global: https://t.co/IthL40gLnT https://t.co/eJ2paazz7a
BiotechTV is growing today. I’m happy to welcome @WassimLaroussi3 as our newest contributor. I’ve been impressed with his own videos, and he is going to do some very cool stuff for @BiotechTV. https://t.co/LUcm1sTqGz
"This is not a so-called 'regime change war,' but the regime sure did change," @PeteHegseth says of operations in Iran this morning at the Pentagon. He previously had said this Trump administration is uninterested in regime change.
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a...
Welcome to Chapter Two of the Playing to Win/Practitioner Insights (PTW/PI) book club. I am reprising the 37 pieces that were ranked highest by readers – and they make up one books-worth of content. The second is Why Planning over Strategy? https://t.co/L7EbtoalCF In...
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
The future of work isn’t Human vs. Machine. We’re moving toward a "tripartite" workforce: People + Agents + Robots Despite AI’s ability to automate 57% of tasks, the human element remains the competitive edge. See why: https://t.co/akYPtsI3GU @McKinsey_MGI #AI #MWC26 #IoT #5G #FutureOfWork
$NTLA drug is off hold but now being restricted by the FDA to the least severe/sick patients, which would logically be those least likely to want/need an experimental gene editing therapy. Existing options will dominate. Target/disease selection is a...
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...

Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...